The program is led by the Rotman School's faculty including Professor Eric Kirzner, who teaches investment finance; Tom McCullough, an adjunct professor and chairman and chief executive at Northwood Family Office; and Michael Lagopoulos, former CEO of RBC International Wealth Management and deputy chairman of RBC Wealth Management.

Participants will learn the “key building blocks and frameworks” for successful wealth management, as well as how to create an integrated wealth management strategy and how to avoid common mistakes.

Topics will include: investment planning; portfolio management; security selection; types of family capital; tax and estate planning; insurance, wills and trusts; integrated financial management; family governance; risk management; selection of investment firms and advisors; and strategies for preserving wealth.

Participating in the program costs $6,500. 

"This program is ideal for families, with a net worth of at least $10 million, who have built wealth in this generation, have inherited family wealth, or are contemplating or have recently experienced a liquidity event," the university says on its website.